Staff Accountant

We're looking for a detail-oriented, dependable Staff Accountant to own day-to-day accounting delivery for a portfolio of our clients. At engageCFO, we provide outsourced Finance & Strategy and Accounting & Compliance services to companies at every stage, from early startups to those preparing for a sale, across for-profit and nonprofit sectors, including founder-led, family-owned, VC/PE-backed, and privately held businesses. No matter their structure, our clients all want the same thing: a trusted financial partner who keeps them focused on growing their business. As a Staff Accountant, you'll be that steady hand behind the scenes, keeping client books clean, accurate, and running smoothly, while collaborating daily with our U.S.-based team.

• →Client Accounting Delivery: Provide weekly accounting support across an assigned portfolio of clients, managing accounts receivable and accounts payable and performing historical financial cleanup for new or transitioning clients.
• →Month-End Close & Reconciliations: Own general ledger management and month-end close, completing monthly reconciliations across bank, credit card, and balance sheet accounts, while maintaining accurate books on both cash and accrual bases depending on client needs.
• →Payroll & Financial Compliance: Process client payroll and related payroll accounting, track fixed assets and record depreciation, apply revenue recognition principles appropriately by client and engagement, and support chart of accounts design and cleanup.
• →Process & Systems Management: Work daily in QuickBooks Online (QBO) as our core accounting platform, document processes and maintain internal controls for each client, and keep accurate task and status tracking in ClickUp.
• →Client Relationship Support: Serve as a day-to-day resource for assigned clients on bookkeeping and accounting questions, responding directly to routine AR/AP inquiries and routing more complex ones appropriately.
• →Escalation & Judgment: Proactively escalate issues to the Controller or CFO when scope, judgment calls, or client risk exceed staff-level authority, keeping communication clear and timely.

• Demonstrated proficiency in QuickBooks Online (QBO) is required; this is our core platform and the most important skill for this role.
• Comfort quickly learning other platforms such as Gusto, ADP, Bill.com, and Ramp.
• Associate's or Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience).
• 2-3 years of bookkeeping or staff accountant experience.
• Solid understanding of both cash and accrual accounting methods.
• Strong attention to detail and organizational skills, with the ability to manage multiple clients and entities at once.
• Clear, professional written and verbal communication skills.
• A proactive mindset: you know when to solve something yourself and when to flag it up the chain.
• Availability during standard U.S. working hours.
• A reliable internet connection and a dedicated home workspace.

• Problem solving: You dig into issues, weigh the options, and land on practical solutions.
• Teamwork: You work well with others and pitch in wherever the team needs support.
• Sound judgment: You use good judgment and know when to act and when to ask.
• Planning & organizing: You plan ahead, stay organized, and keep track of the details.
• Professionalism: You represent the team and company well in every interaction.
• Quality focus: You take pride in accurate, well-done work.
• Dependability: You show up, follow through, and can be counted on.
• Ethics: You act with integrity and honesty in everything you do.